Instuitional Investor - Westfuller Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Westfuller Advisors, Llc |
Portfolio Value | $149,765,937 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ishares Tr | 174,758 | $17,592,893 | 11.75% | |
2. | Vanguard World Fd - ESG US STK ETF | 99,434 | $9,739,565 | 6.5% | |
3. | Ishares Tr | 172,551 | $8,192,699 | 5.47% | |
4. | Vanguard Index Fds - S&P 500 ETF SHS | 15,279 | $7,851,917 | 5.24% | |
5. | Vanguard World Fd - ESG INTL STK ETF | 127,075 | $7,494,888 | 5% |